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Advocacy Checklist

Applying For Benefits Or Services

The following suggestions can help you with the application process and ensure that your application will move through as quickly and smoothly as possible:

Get their name and title If you deal with a specific person in the office, get their name and title. It can be helpful to have someone to contact later in the process.
Get info about the benefit or service Get as much information as you can about the benefit or service for which you are applying. Ask if there are any brochures or booklets.
ask about eligibility requirements, criteria Don't hesitate to ask about eligibility requirements and criteria. This is information you are entitled to have. If they are not clear, insist on an explanation.
get all forms needed Be sure to get all the forms you need from the agency.
ask questions If a form is unclear or hard to understand, don't hesitate to ask questions. Answering them is part of the employee's job.
additional documentation? Ask if any additional documentation will be needed.
deadlines? Ask about deadlines for applying. Make sure you can get all documentation in time.
reply? Ask when and how you will get a reply.
follow up Follow up your application with a phone call and, if necessary, correspondence, to prevent the paperwork from getting buried in what is often an agency's overwhelming volume of applications.
keep records of communications Keep a record of all communications with the office. Make a note of the time and subject matter of all meetings and telephone calls. If you leave a message, make a note of that too.
record decisions Record any decisions or agreements that were made.
keep everything and make copies Keep all letters received, and copies of all letters sent.
find out why rejected, check for an appeal process If your application is rejected, find out the reason, and ask if there is an appeal process. There usually is.

 

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